Client Relationship Manager
MBE Wealth Management, LLC, Baraboo, WI, United States
What’s the role?
Our Client Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of the firm's business as needed. To be successful in this position, you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include: Executing clerical duties on behalf of the Financial Advisor and MBE Wealth team such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, and presentations as needed. Coordinating and managing appointments, meetings, and the conference room schedule to prevent duplicate bookings. Assist in the data entry of client and prospective client information into software systems. Assist the client with onboarding by processing all paperwork without error. Maintaining digital client files, including data entry and database maintenance. Providing direct interface with clients and providing client information as requested. Working with clients and financial advisors to resolve any concerns or issues. Providing a warm welcome and escorting clients to the conference rooms or meeting spots. Proactively maintaining the client service calendar and coordinating scheduling with the financial advisor. Assisting with other duties associated with MBE Wealth as needed to support the team and our clients. Experience and skills
Ability to work efficiently and with accuracy in a fast-paced environment. Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook. Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person. Strong attention to detail and accuracy. Ability to work safely with confidential information daily. Previous experience in a related receptionist or administrative support role is highly desired. Benefits
Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. Schedule
This onsite role supports our office hours of Monday-Friday 8a-5p. Generally, overtime is not expected. Application process
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. See other openings
See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about MBE Wealth
MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
#J-18808-Ljbffr
Our Client Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of the firm's business as needed. To be successful in this position, you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include: Executing clerical duties on behalf of the Financial Advisor and MBE Wealth team such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, and presentations as needed. Coordinating and managing appointments, meetings, and the conference room schedule to prevent duplicate bookings. Assist in the data entry of client and prospective client information into software systems. Assist the client with onboarding by processing all paperwork without error. Maintaining digital client files, including data entry and database maintenance. Providing direct interface with clients and providing client information as requested. Working with clients and financial advisors to resolve any concerns or issues. Providing a warm welcome and escorting clients to the conference rooms or meeting spots. Proactively maintaining the client service calendar and coordinating scheduling with the financial advisor. Assisting with other duties associated with MBE Wealth as needed to support the team and our clients. Experience and skills
Ability to work efficiently and with accuracy in a fast-paced environment. Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook. Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person. Strong attention to detail and accuracy. Ability to work safely with confidential information daily. Previous experience in a related receptionist or administrative support role is highly desired. Benefits
Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. Schedule
This onsite role supports our office hours of Monday-Friday 8a-5p. Generally, overtime is not expected. Application process
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. See other openings
See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about MBE Wealth
MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
#J-18808-Ljbffr